EWP
FR icon

Elevation Wealth Partners’s First Industrial Realty Trust FR Stock Holding History

Elevation Wealth Partners’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$44.7K Buy
751
+364
+94% +$23.1K 0.01% 426
2026
Q2 		$23.7K Buy
387
+325
+524% +$20.1K 0.01% 529
2026
Q1 		$3.59K Hold
62
– – ﹤0.01% 797
2025
Q4 		$3.55K Hold
62
– – ﹤0.01% 695
2025
Q3 		$3.19K Buy
+62
New +$3.12K ﹤0.01% 555

Other funds holding FR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Elevation Wealth Partners's FR Position: Q3 2026 in Review

Elevation Wealth Partners increased its First Industrial Realty Trust (FR) stake by 94% in Q3 2026, buying an estimated $23.1K and bringing the position to 751 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #426.

Elevation Wealth Partners first reported a position in FR in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold FR as of Q3 2026.

  • Elevation Wealth Partners held 751 shares of First Industrial Realty Trust worth $44.7K as of Q3 2026.
  • Elevation Wealth Partners bought 364 First Industrial Realty Trust shares in Q3 2026, an estimated $23.1K.
  • First Industrial Realty Trust made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #426 holding.
  • Elevation Wealth Partners first reported a position in First Industrial Realty Trust in Q3 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.